Achieving a best practices forms management program is not easy. In most organizations, the forms management function is historically understaffed, undertrained and under-appreciated. The function is generally... View More
I first heard about electronic forms back in the mid-1980s after watching a demo of the TyForm software from Tyrego Technologies, which ran on a Personal Computer AT with special hardware attachments.... View More
When selecting a signature option that your organization will use, several major issues will need to be considered. We generally consider this decision to be a part of the overall forms management strategy... View More
We live in a world of change. Business processes change. Procedures change. Regulatory and legal requirements change. Keeping up with all this change can challenge even the best of us. Forms are like small... View More
I’ve been hearing a lot of angry outbursts from workers, frustrated with shared “group” level electronic content management (ECM) systems. Complaints include: It takes too long to index... View More
Many forms require signatures. At the same time, many forms are signed when they don\'t really need to be. Signatures are a workflow conundrum, slowing down business processes and preventing many forms... View More
Of course, all portal vendors would answer "yes" to that question. Many will point you to the fact that you can write a responsive portal template that can show portal content on mobile devices, but that’s... View More
The forms management profession is making a comeback. The signs seem clear now. After about two decades of slow and steady decline, when many companies downsized, outsourced, re-structured and/or eliminated... View More
Whether teaching, lecturing or just talking about enterprise content management (ECM) with folks, one thing commonly told to me is that the technology is in place, but the findability situation is still... View More
There has been a lot of talk about automating the classification of documents and records. Most of the focus is on the accuracy of classification and eliminating errors. Less often, there is a discussion... View More
Cabinet Document Management Solutions (Cabinet), a leading provider of electronic document management software and workflow software for small and medium-sized businesses, has announced its Cabinet SAFE... View More
Would you characterize yourself as a mobile worker? It is a question that you likely would not have considered just a few short years ago. Historically, the mobile worker was defined based on specific... View More
Welcome to 2015! Growing demand for simple, flexible interfaces by the user community dictates that businesses of all types assess user needs and select tools that align with organizational requirements... View More
I have been working in this industry for 20 years. When I crossed that threshold last year, I had a small cry. Okay, maybe not a cry, but I was upset. Here we are in 2015, and we are still trying to get... View More
Every so often, I get a call from someone who wants to know if I can help them with their “document management problem.” When I ask some basic questions like, ”What is the problem?”... View More
Ferrari is a car manufacturer that, in recent years, has introduced its brand name to a lot of other products that have nothing to do with cars. Electronic document management (EDM) is not one of them,... View More
| #9 TOP READ — In one of my previous articles, I recognized that electronic document management (EDM) is definitely not a sexy solution for companies. No way can it compare with a fancy enterprise... View More
Since Fortune magazine created the very first Most Admired Companies list and ranking of corporate reputation in 1983, academics and practitioners alike have been constantly defining and redefining the... View More
The document management environment seldom gets treated as a core competency or a strategic asset for an organization. Documents are typically required by law to fulfill a transaction, or used as a correspondence... View More
Despite their pivotal role in customer journeys, forms are still viewed by many organizations as operational overhead. In a digital-first era, that outdated view is a hidden drain on revenue and a gro
2026 isn’t a year of incremental improvements in customer communications. It’s the year AI stops assisting and starts acting, and for CCM practitioners
The current state of AI document processing follows a recognizable pattern. An organization crafts a prompt — often quite sophisticated with detailed instructions and examples — passes it to a lar
Here are the top 7 ways a dynamic, custom welcome kit can help you maintain and grow your membership rates, improve engagement and keep your members satisfied
IDP, an AI-powered technology that reads documents and extracts meaning, has quickly become the advanced successor to traditional document extraction tools such as OCR
